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  1. User Permissions - Access to reconcile without viewing balances

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    94 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.

    We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.

    As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.

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    Sarah Brown commented  · 

    I would just like the team to be able to raise invoices and bills but no have access to the dash board only the standard or advisors should see this.

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    Sarah Brown commented  · 

    This is vital to any company to stop allowing all users to see bank accounts and even the dashboard if their role isn't in finance - GDPR etc

    Sarah Brown supported this idea  ·